Joel Mayer
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CRM Queries (CRM Query Creation Required)
You must first create a CRM Query before you can start adding individual Queries to your group. Multiple data queries can be added to a CRM Query to be searched within a Call Flow. Queries in the ...
Adding the Cadence Activity Tab
Adding the Cadence Activity Tab to both Salesforce lists and objects allows managers and users to track activity on Cadence Members and Touchpoints within a cadence. Add Cadence Members and Touchpo...
Exit Rules
Exit Rules are condition-based, Cadence-specific rules about when to remove a record from a Cadence. Once created, they apply to all steps in the Cadence for which they are configured. You can find...
Create a CRM Query
CRM Queries are a collection of single (not recommended) or multiple queries that can be used in a Call Flow to look up record data in Salesforce allowing the call to be routed based on the results...
Adding the Cadence Assignment Button
Adding the Cadence Assignment button allows managers to bulk enroll object records to cadences from the Salesforce List View. Adding the Custom List Button From the Salesforce Setup menu, navigat...
Adding the Remove from Cadence button
The Remove from Cadence button allows managers to bulk remove Cadence Members from their Cadences in the Cadence Member List View. Note: The Remove from Cadence button is available for users on Co...
Add Decision Point Step
Decision points create branching paths in a cadence to automatically progress prospects through the cadence or to different cadences, depending on the outcome of the previous step. To add a decis...
Conquer Connect Numbers for Call Me - Accepting Agent Session Connection
This table displays the Caller ID for each US state that Conquer will use when calling to establish an Agent Session. This only applies to agents who are using Call Me to establish their Agent Ses...
Switch Record
A cadence record can be accessed and switched by going to the Conquer Cadence Utilities Drawer, or by navigating to Cadence Actions and selecting the switch record option. This option allows a reco...
Inbound DIDs for Dynamics (Legacy)
Note: Inbound DIDs have been moved from DS Management over to Workspace for Salesforce organizations where they are managed using Extensions, Phone Numbers, Queues, and (if installed) Call Flows. F...